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| Happy Holidays!! thanks for using AUM13F!! |
| Ausdal Financial Partners Inc
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| CRD # | 7995 |
| SEC # | 801-69266 |
| CIK # | 0000314828, 0001667146 |
| AUM | $2.1 B (2025-07-25) |
| Employees | 405 (38% Investors, 62% Brokers) |
| Phone | 563-326-2064 |
| Address | 5187 Utica Ridge Rd Davenport, IA 52807 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000314828 0001667146 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 38.1 | ||
| Caterpillar Inc | 27.1 | ||
| Nvidia Corp | 25.8 | ||
| Microsoft Corp | 20.3 | ||
| Amazon Com Inc | 15.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,161 | 1.2 |
| (b) Individuals (high net worth individuals) | 1,166 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 0.0 |
| (h) Charitable organizations | 13 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 46 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10,402 | 2.1 |
| By Discretionary | ||
| Discretionary | 9,939 | 2.0 |
| Non-Discretionary | 463 | 0.1 |
| Total | 10,402 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 10,402 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001667146] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Foster Victor Wealth Advisors LLC
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|
SC | 2.2 |
|
Woodley Farra Manion Portfolio Management Inc
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IN | 2.1 |
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Freedom Investment Management Inc
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CT | 2.1 |
|
Washington Crossing Advisors LLC
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NJ | 2.1 |
|
DDD Partners LLC
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WA | 2.1 |
|
Warwick Investment Management Inc
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TX | 2.1 |
|
Bridgewater Advisors Inc
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|
NY | 2.1 |
|
CornerStone Investment Partners LLC
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|
GA | 2.1 |
|
RKL Wealth Management LLC
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|
PA | 2.1 |
|
Creativeone Securities LLC
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|
KS | 2.1 |